From NeoCase Software in San Francisco, California, USA is NeoCase CRM

 

This has been developed not so much an add-on but as a complete Dynamics CRM upgrade, it allows you to do all the things you thought you could do in Dynamics CRM and increases the potential return at the end. You get a total view of your customers and have the advantage of comparing historical records with current records, showing with analysis how your customers have changed and reacted to change. Your data is can then be captured and worked on in a centralised repository that is integrated into Office and Outlook, given the simplistic tools that this needs it means that the internal adoption is heighten in your company as the familiarity of the products with which they actually work is already there.

 

This is then coupled with the development of multi faceted dashboards, which being permission based again allow for an easy adoption by the user as they are constricted to only the things they need to work with and therefore they are spending time analysing the data they have rather than the system that has been installed for them. Neocase CRM is designed to put the user first and in its simplest form it allows for the development of reports that can put the sales and marketing decisions in the hands of the users and not the IT department.

 

The more complex elements of the solution allow for there to be a greater level of delivery to management and this allows you to do such things as add the Advanced Service Level Agreement and Contract Management which prioritise your service issues based on active support contracts and customer-specific context. This allows you to attach your internal resource to projects and campaigns that will result in revenue generation as well as encouraging internal users to promote the campaigns that they wish you to work on further. There is also a customisable partner centre which allows you to connect partners to the customer service and support process for better, faster case resolution.

 

This is undeniably a big advantage when attempting to win business to be able to explain that the support is just the click of a mouse away and even more impressive to show it working in real time. The more generic modules within the add-on refer to the more elementary performance of list management, in which it is a simple task to manage lists for particular sales or marketing campaigns, this is achieved adequately enough through the dashboards and it allows the user to extend their knowledge of the records from which the data comes by establishing personal lists, these can then be used to plan and budgets be set against specific marketing campaigns.

 

There is a simple enough delivery of all the users, who know how to use Office and Outlook and this establishes and encourages the user into investing more time into learning and getting the most out the add-on.